M7 수급, 언제쯤 돌아오나…줄잇는 메모리주 강세론ㅣS&P500 기업 순이익 '역대급'…실적이 받쳐주는 미증시 호황ㅣ손석우ㅣ이화진ㅣ윤진

#USStockMarket #Semiconductor #M7 #Memory #InternationalOilPrices #MiddleEastSituation #SKHynix #SamsungElectronics #DataCenter #LongTermContracts #Valuation #ExportData #Apple #ChickenGame #Investment #Guidance #KoreaEconomicTV #Hangulma #HankyungGlobalMarket 📈 Host: Anchor Son Seok-woo 📈 Guests: ■ Yoon Jin | Black Quant Equity ■ Lee Hwa-jin | Deputy Manager, Gwanghwamun Premier Center, Meritz Securities 📌 Today's Market Key Summary • With oil prices forming a range around the $70 mark ahead of follow-up negotiations between the U.S. and Iran in Doha, the New York stock market, marking the final trading day of the first half, opened mixed as it attempted a rebound centered on Big Tech and semiconductor equipment stocks. 🧩 Key Issues (8) 1️⃣ Follow-up negotiations between the U.S. and Iran in Doha and outlook for oil prices remaining within a trading range 2️⃣ Valuation restructuring driven by Big Tech capital shifting to semiconductors 3️⃣ Strong earnings performance in U.S. manufacturing and financial sectors and the upward trend of the stock market 4️⃣ Forecast for continued surge in memory semiconductor prices in the second half of the year 5️⃣ Positive news regarding Micron's increased weight in Long-Term Agreements (LTAs) 6️⃣ Announcement of record-breaking FAB investments in the Southwest region by major domestic semiconductor companies 7️⃣ Acceleration of domestic semiconductor materials, parts, and equipment (SoBuJang) equipment imports and expectations for benefits 8️⃣ Apple's strategy to expand market share after overcoming the burden of rising memory unit prices 🧩 Market Summary • Market impact was limited as geopolitical instability in the Middle East subsided into a form of guerrilla warfare. Additionally, a rebalancing is underway, driven by expectations for second-half earnings flowing into semiconductor materials, parts, and equipment (SoBuJang) and M7 underlying assets, which had previously undergone over-adjustment. 🎯 One-Line Summary 👉 Supply and demand recovery continues across tech stocks amid forecasts of a surge in memory prices in the second half of the year and news of large-scale infrastructure investment. △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! -------------------------------- ◇ Subscribe to Korea Economic TV YouTube https://bit.ly/45pz6GK ◇ Korea Economic TV YouTube LIVE    • Video   ◇ Collaboration and Business Inquiries [email protected] -------------------------------- ◇ Korea Economic TV Website: http://www.wowtv.co.kr Kakao Plus Friend: https://pf.kakao.com/_xbcxlxgd Twitter:   / hkwowtv   Facebook:   / hkwowtv   Program Schedule: https://bit.ly/47q2caY -------------------------------- ◆ Subscribe to Korea Economic TV Family Channels! News: [Hankyung TV News]    / 한국경제tv뉴스   Stocks: [WowNet]    / 와우넷w   Stock App: [Jusikchang]    / stockw   Education: [Wow Academy] https://wowacademy.wownet.co.kr/ Global: [Wow Global] https://www.wowglobal.co.kr/ -------------------------------- ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. -------------------------------- ※ This content is for reference only for investment purposes, and you are solely responsible for any investment decisions. ------------------------------------------------- 🎯 Investment decisions are all about information. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official